Clustdoc + Insightly Integration
Connect Clustdoc to Insightly in 1 click
Free forever.Use premium features free for 14 days.1.
File is uploaded in Clustdoc Instant- Application is created in Clustdoc Instant
- Application is submitted in Clustdoc Instant
- Item document is uploaded in Clustdoc Instant
- Item econtract is signed in Clustdoc Instant
- Item fileshare is viewed in Clustdoc Instant
- Item form is completed in Clustdoc Instant
- Item idcheck is verified in Clustdoc Instant
- Item is approved in Clustdoc Instant
- Item payment is received in Clustdoc Instant
- Item spreadsheet is completed in Clustdoc Instant
- Item task is completed in Clustdoc Instant
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
2.
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Most popular
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Create Google Calendar event for new Insightly task
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05
Create Insightly contact for new CompanyHub contact
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Create Insightly contact for new GetResponse contact
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Create opportunity in Insightly for Link is clicked in Woodpecker.co
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Send WhatsApp message for new Insightly task
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Create Insightly contact for new Wufoo form submission
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Clustdoc
Clustdoc is a client onboarding platform that automates document collection, eSignatures, workflows, checklists, portals & approvals—helping teams streamline client intake, boost compliance, and reduce manual follow‑ups.
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
